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CEP is up 26% today and 216% for the 8 days I've owned it. I fully expect this to crash and burn but for now I will enjoy the ride.
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Yeah I should have bought more in my IRA when I made that initial purchase last week. 2 days ago I bought a little in my SEP and its up 68%. Not life changing amounts but it is fun to catch a rocket ride every once in a while.I expect it to go fully nuts when they announce a buy, and then pull back.
I was looking at it this morning think shoulda coulda but didn’thaha
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I thought I was a degenerate gambler but you sir, you win with the MSTX bet! Congrats!My Feb/Mar/April buys for MSTX
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That's good info. I'm clearing some funds in a Roth to buy more MSTY this week. I might end up paying more than I planned. Or less?MSTR has earnings reports today after hours. I believe this is the first time they will be able to include BTC on their balance sheets.
It will be interesting to see how that plays out in that area today. Btc up, MSTR up 4%, msty and etfs up 2.5%.
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I'll simply say this:That's good info. I'm clearing some funds in a Roth to buy more MSTY this week. I might end up paying more than I planned. Or less?
I'll simply say this:
I did a deep dive analysis on MSTR when after they started recruiting me, and visited the company HQ.
There's virtually no one there. Their core applications business is so eroded, and existing customers are fleeing to other BI tools so quickly that the company has become little more than a leveraged shell to acquire BTC.
In my opinion, when the leverage goes south, this thing goes "boom".
I don't own it. I both BTC Greyscale ETF instead.
You were recruited by the company with the greatest business model in the world? You do realize, there's no second best?I'll simply say this:
I did a deep dive analysis on MSTR when they started recruiting me, and visited the company HQ.
There's virtually no one there. Their core applications business is so eroded, and existing customers are fleeing to other BI tools so quickly that the company has become little more than a leveraged shell to acquire BTC.
In my opinion, when the leverage goes south, this thing goes "boom".
I don't own it. I both BTC Greyscale ETF instead.
LOL. Every lead in the series "Narcos" said the same thing....You were recruited by the company with the greatest business model in the world? You do realize, there's no second best?
I don't own it. I bought BTC Greyscale ETF instead.
I'll just follow the money:You were recruited by the company with the greatest business model in the world? You do realize, there's no second best?
Over the past five years, Strategy is now up 2,758%, compared to Bitcoin's 956%.
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Over the past five years, Strategy is now up 2,758%, compared to Bitcoin's 956%.
There are plenty of nay-sayers and doubters. But you cannot argue with results.
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I bought my first 2 BTC for 8k and have been buying daily since. I have MSTY, GBTC, IBIT, FBTC, MSTR, CEP, and several BTC miners in my Roth, SEP, and traditional IRA that don't allow me to own actual BTC.Completely valid and I don't dispute it. However:
-Direct Exposure & Purity: Investing directly in Bitcoin gives you pure, unadulterated exposure to the asset itself. MSTR stock price is heavily influenced by Bitcoin, but it's not a perfect 1:1 correlation. You avoid exposure to MicroStrategy's underlying software business performance.
-Operational Risk of MicroStrategy: MSTR is still an operating software company. Its stock price can be affected by factors unrelated to Bitcoin, such as the performance of its core business intelligence software, competition, management decisions, and general market sentiment towards tech stocks. Poor performance in the software division could drag the stock down even if Bitcoin's price rises.
-Management Risk: Investing in MSTR means you are also investing in the decisions and strategy of its management team, particularly Michael Saylor. Changes in leadership or strategy could impact the company's direction and stock value, independent of Bitcoin's price.
-Leverage Risk: MicroStrategy has often used debt to finance its Bitcoin purchases. This leverage magnifies both potential gains and potential losses. If Bitcoin's price drops significantly, the debt burden could become a major risk for MSTR, potentially more so than for an individual holding unleveraged Bitcoin.
-Premium/Discount Risk: MSTR often trades at a significant premium to the net asset value of its Bitcoin holdings. This means you might be paying more per "share" of Bitcoin through MSTR than buying Bitcoin directly. This premium can evaporate quickly based on market sentiment, causing MSTR to underperform Bitcoin. It could also sometimes trade at a discount, but the risk of the premium changing is always there.
-Complexity & Fees: Buying Bitcoin directly can be simpler and potentially have lower holding costs depending on the storage method.
-Dilution Risk: MicroStrategy may issue more stock in the future to raise capital (potentially to buy more Bitcoin or fund operations), which dilutes existing shareholders. Bitcoin itself has a fixed supply cap and isn't subject to this type of corporate dilution.
-Direct Ownership & Control: Holding Bitcoin directly gives you cryptographic ownership and control (if held in a self-custody wallet). Owning MSTR stock gives you ownership in a company that owns Bitcoin, which is a layer removed.
investing directly in Bitcoin is a focused bet on the asset itself, while investing in MicroStrategy is a leveraged bet on Bitcoin plus a bet on the company's operational success and management strategy. If your sole goal is Bitcoin exposure, the direct route is simpler and avoids company-specific risks.
MSTR had a completely different business model in 2000. I started buying it in late 2020 after they adopted a new business model. "Since adopting a Bitcoin strategy on August 10, 2020, the company has achieved an annualized return of 124%, outperforming all major asset classes."MSTR was at $294 in March of 2000.
It took until Nov of 2024 to get back to that level, adjusting for all splits/stock issuances.
Almost 25 Years to get back to where you'd started.
I'm just saying be aware of what you're getting into.